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002321.SZ$1.97+3.68%
Fair $1.97+0.0%

002321.SZ

Henan Huaying Agricultural Development Co., Ltd.

Consumer Defensive / Farm ProductsShenzhen

$1.97

+0.07 (+3.68%)

Fairly Valued+0.0%Fair Value $1.97Fund rank 29/100 · Data gapFallback financials|
SA 32/D
F-Score: 3/9
Low Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $153.1M · quality 51.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

32/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is -6.4%, below the 5% threshold
Thesis & Journal · 002321.SZLocal privado en este navegador · Henan Huaying Agricultural Development Co., Ltd.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$4.2B

P/E

N/A

•

EV/EBITDA

18.3x

↑

ROE

-6.4%

↓

Gross Margin

5.8%

↓

Debt/Equity

0.58

↑
52-Week Range$2
$2$4

TradingView lightweight chart

002321.SZ price, volumen y niveles de valoración

Último $1.970Periodo -87.1%
Fair value: $1.970

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+23.4%

FCF CAGR

—

FCF margin

5.9%

FCF / Net income

-5.36x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.45B · net income $-59.9M · FCF $321.2M

2022-FY → 2025-FY

Gross margin

5.8%-1.6% pts

Operating margin

2.9%+1.6% pts

Net margin

-1.1%+19.5% pts

FCF margin

5.9%+32.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.45B$5.45B$4.73B$3.70B$2.90B
Net Income$-59.9M$-59.9M$32.4M$-31.8M$-596.9M
EBITDA$221.6M$221.6M$365.6M$304.3M$-338.1M
EPS-0.03-0.030.02-0.01-0.28
Gross Margin5.8%5.8%7.5%9.1%7.4%
Operating Margin2.9%2.9%4.3%4.7%1.3%
Net Margin-1.1%-1.1%0.7%-0.9%-20.6%
Balance Sheet
Debt/Equity0.580.580.490.400.32
Current Ratio1.551.55———
Cash Flow
Free Cash Flow$321.2M$321.2M$153.1M$-252.7M$-763.5M
Returns
ROE-6.4%-6.4%3.4%-3.2%-58.4%
Valuation
P/E——111.50——
EV/EBITDA18.3518.3510.4124.69—
P/B4.204.203.757.454.84
Growth & Yield
Revenue Growth15.1%15.1%27.7%27.8%—
EPS Growth-250.0%-250.0%300.0%96.4%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -17.2%

Total return

-17.2%

Start / end P/E

n/dx → n/dx

EPS bridge

0.02 → -0.03

Residual

-17.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-17.2%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.